Nvidia seen leading in tablets, Qualcomm in phones

SAN JOSE, Calif. – Revenue for mobile applications processors grew at a whopping 77 percent for tablets and 58 percent for smartphones in the third quarter of 2012, according to reports from Strategy Analytics.

Nvidia held its lead in non-iPad tablets, taking a third of the sector and 17 percent of the overall tablet processor market. Apple still dominates with its A-series chips in 53 percent of all tablets, given the iPad’s success.

Overall $900 million in integrated tablet processors sold in the quarter, up 77 percent from the same quarter in 2011, said the market watcher in its tablet report that tracks chips from 13 vendors.

Only one percent of the tablet chips included basebands, limiting design wins for integrated parts from Broadcom, Mediatek and Qualcomm, the market watcher said. Design wins in units such as the Microsoft Surface helped move Nvidia ahead of rivals Texas Instruments, Qualcomm and Samsung.

“Nvidia is well-positioned to maintain its share in non-iPad tablets in the next few quarters,” said Sravan Kundojjala, a senior analyst at Strategy Analytics.

Interestingly Strategy Analytics did not talk about TI's Omap in tablets. But given TI's move out of the space I would expect it is diminishing and I wonder whether they might have lost the design win for the next gen Kindles.

I am wondering if the integrated approach of Qualcomm and Broadcom for the tablets providing baseband support is going to be a significant factor going forward? Is there another feature or limiting factor that is in play? The market share that Apple enjoys has got to be a big fat target for the other players. I wonder what 2013 will hold for new products.

...and Intel once again being non-competitive tablets/mobile in 2013 or 2014. That is the interesting story.
Qualcomm 800 and Tegra 4 much better than Intel just released Clover trail by far. Good thing Intel compared Clover trail to 2011 shipping Tegra 3 last week.
Qualcomm800/Tegra 4 much better than Intel's about a year away release Bay Trail Q4-Q1/14 release (no integrated LTE) but even without integration.... Foundry 28nm HPm / HPL is better than Intel's 22nm.

It was handy.
You have pretty good eyes (or maybe bad ones) if you can see this is an IBM Cell processor.
True it is not an Nvidia or Qualcomm chip but some other, probably eight-core multiprocessor, I suspect an x86.